Retail Fashion Expert User Guide Independent Customer Training Material Document Version: 1.1 Software Version: 1.0 Last Revised: MAY21-10 Expert: Customer Service 204.982.5587 2008 Nygård International Partnership Copyrighted Materials All Rights Reserved
Table of Contents INTRODUCTION... 3 Logging onto RFX... 3 Changing your password... 4 RFX HOME PAGE... 5 Home Page: Main Features... 5 Home Page: Side Menu... 6 Search Orders and Invoices:...6 Order a Style:...6 PLACING AN IMMEDIATE ORDER... 7 ORDER STATUS BY DATE RANGE... 11 Order Status Detail Page Features... 12 ORDER STATUS BY PRODUCT GROUP... 13 REQUEST RETURN AUTHORIZATION... 14 MY ACCOUNT... 17 Transactions and Balance Page... 17 Create Payment Remittance... 18 2008 Nygård International Partnership
Introduction Retail Fashion Expert (RFX) is a powerful merchandising and business management tool which allows you to see the entire Nygård product line, complete with product info & images, and an easy-to-use order-entry interface. This guide provides a detailed overview of how to navigate RFX, place orders, view the status of orders submitted through RFX, request return authorization number, and view your account balance & submit payment remittances. Getting Started Logging onto RFX 1. Open a new Internet Explorer window, and type the following URL in the Address Bar: rfx2.nygard.com 2. Type your User ID 3. Type your Password 4. Click LOGIN Quick Tip: Need Help? Contact RFX Support 24hrs a Day/7 Days a week by calling 204 982 5587 or emailing RFXSupport@Nygard.com IMPORTANT: Internet Explorer is the preferred Internet Browser when operating RFX 2008 Nygård International Partnership Page 3
First Time Users will be prompted to change their temporary password: Your password will must contain at least one non-alphabetic character (i.e. RFXTest123) and be between 8 to 32 characters long. For security reasons your password will expire each year. Changing your password 1. Select I want to change my password 2. Enter your Temporary Password or Current Password 3. Type new Password 4. Retype new Password 5. Click LOGIN IMPORTANT: If you have forgotten your password you must contact RFXSupport@Nygard.com who will expire your current password and provide you with a temporary password. You will be required to change the temporary password the next time you log onto RFX. Help? Call RFX Support: 204 982 5587 2008 Nygård International Partnership Page 4
RFX Home Page Home Page: Main Features ORDERS: Place An Immediate ( repeat, immediate, or guaranteed available GA ) Order that will be shipped within 24 HRS, OR Place Booking Order for an order to be shipped in the upcoming seasons ORDER STATUS/HISTORY: View the Order Status of all open, pending, & shipped orders submitted through RFX. Enables you to view cancelled quantities, ship dates, track shipments and view Sales Reports by Selling Season or Month RETURNS: Request Return Authorization numbers for damaged units and view the status of submitted return requests MY ACCOUNT: View your current account balance, access electronic invoices & credit memos, and submit payment remittances You can order or view the product details from This Week s Best Sellers OR take advantage of Nygård Savings by ordering from discounted product groups highlighted on RFX s Homepage 2008 Nygård International Partnership Page 5
Home Page: Side Menu Search Orders and Invoices: Instantly view invoices, or search for orders by PO#, Order#, Style# or division and date range. 1. Click Search Orders and select Invoice or Order Status from the drop down menu 2. Select a search method 3. Enter Invoice#, PO#, Order# or Style# or Select Division, Product Group, Fit, and Date Range 4. Click Search 5. Open the Selected Order Note: Click here to hide the current search and return to the RFX Homepage Order a Style: Search and Order a Guaranteed Available (GA) Style 1. Click Order By Style 2. Enter the desired Style# and click Search (Note: All Nygård Style# consist of 9 letters or numbers 3. Order directly from the GA Order Form (See Page 8 & 9 for details on how to place and immediate order from the GA Order Form) 2008 Nygård International Partnership Page 6
Placing an Immediate Order To place an Immediate Repeat Order from the Main Menu: 1. Go to ORDERS 2. Select Place an Immediate Order to bring you to the Product Group (PG) Selector Selected Division Selected Product Group 3. Select the desired Division (Orange when selected) 4. Select the desired Product Group 5. Click to continue to the Guaranteed Available (GA) Order Summary Page Change the selected featured item by clicking on the Keylooks at the bottom of the page OR get more details by clicking the photos of the featured items on the right-hand side 2008 Nygård International Partnership Page 7
6. The Guaranteed Available Summary Page lists all of the previous and currently selected product groups. Click to continue to the selected Product Group s Order Form. Note: You can always return to the PG Selector by clicking PG Selector beneath the Show Only Filters box or by Selecting Place and Immediate Order from the Orders menu 7. Enter the desired quantities by size and fit by clicking on the white boxes beneath the size range 8. While saving your worksheet regularly, complete the Order Form for the selected Product Group Note: At any time if you need to return to GA Summary Page you can click on Back to GA Summary Beneath the Show Only Box 2008 Nygård International Partnership Page 8
Note: You can filter the active worksheet to show only a certain Fit or Product Class by changing the selected drop down menus in the Show Only Box and clicking Apply Selections. Note: Order Form Features Cost / Retail Summary: The Order Form automatically calculates the cost and retail value of your purchase. Any discounts available will be applied to your purchase as indicated on your Order Totals Summary Guaranteed Available (GA) Inventory: Unavailable Sizes will be grayed out and quantities exceeding availability will be highlighted in RED when the order form is saved Style Detail Pop-up Window: Click the Style Photos for a larger image, fabric content, care details and colours available 9. Once you have completed filling out the Order Form: Click to return to the Guaranteed Available Summary Page 2008 Nygård International Partnership Page 9
10. Select the Ship To Address & the Ship Via Courier and enter a Purchase Order (PO) number if required 11. Verify your Order Totals and click SUBMIT once finished ~ Once submitted you will receive an email confirming that you order has successfully been submitted through RFX Note: If you need to delete an order form click Delete for the particular product group, OR If you wish to clear ALL Order Click Clear in the top right-hand corner 2008 Nygård International Partnership Page 10
Order Status by Date Range To view your order statuses by date range from the Main Menu: 1. Go to ORDER STATUS / HISTORY 2. Select Order Status by Date Range 3. 4. Before selecting a division, select the appropriate filters from the drop down menu 5. Click Select a Division and the desired Division, Season, Product Group, and Order (You may click on several Divisions, Seasons, Product Groups and Orders at a time) Note: To Track a package for a selected Order Click Track to obtain tracking information 6. To open a specific Order Select and Click at the bottom of the page 2008 Nygård International Partnership Page 11
7. The Order Summary page displays # of units and dollar value of Ordered, Shipped, Open, Cancelled and Returned units Note: You can filter the order summary page to show only selected fits or product classes by changing the drop down menus below Order Status Detail and clicking Apply Selections ~ If required, click Summary Page above Order Status Detail to return to the Order Summary Page Order Status Detail Page Features A Click to display complete Ship To Address B Click to display Invoices for the selected order C Click to send copy by email D Click to view a summary of the selected order E - Click to download UPC Codes F Click to display or hide your Cost & Photos G Click to enlarge photo and for Style Details 2008 Nygård International Partnership Page 12
Order Status by Product Group To view your order statuses by Product Group from the Main Menu: 1. Go to ORDER STATUS / HISTORY 2. Select Order Status by Product Group to go to Product Group (PG) Selector 3. Select Division & Product Groups desired 4. Click to go to the Order Status Summary Page 5. Filter the Type (Booking or Repeat) and Delivery Start Dates for listed orders 6. Click on actual Order Number to open the Order Status Details (See Page 11) Note: To Return to the Order Status Summary Page click Summary Page above the Order Status Detail 2008 Nygård International Partnership Page 13
Request Return Authorization To Request a Return Authorization (RA) or View previous RA Requests 1. Go to RETURNS 2. Select Request Return Authorization Note: The default view is set to automatically display pending return requests entered in the last 30 Days for all division. Pending requests have been created or saved, but not submitted for approval You can the filter the Returns request page to show RA Requests by division, status (pending or submitted), and date range by changing the drop down menus in the filter box labeled Show RA Report 1. To view a previously submitted or pending return requests Select the specific Return Request and click NEXT Status: Meaning: Submitted Approved Declined Partially Returned Fully Returned 2008 Nygård International Partnership Page 14
2. To submit a new Return Request click New Return Request 3. Select to enter Return Request By Invoice or By Style Number 4. Select Main Reason for Return and Ship To address 5. Click NEXT 6. Enter Style Number or Invoice Number and click SEARCH 7. Select sizes by style & colour and click NEXT 2008 Nygård International Partnership Page 15
8. Enter quantities and comments for selected styles 9. For each additional Style or Invoice repeat STEPS 7 through STEP 10 10. You may save your progress by clicking Save once you have completed your selection of styles & quantities Click Submit to submit your Return Request Note: You can always return to the Manage Return Request Screen by clicking Manage Return or selecting Request Return Authorization from the drop down menu 11. Once your Return Request has been processed (Approved or Declined) you will be sent a confirmation email detailing Nygård s B2B Return Policy and specific instructions on how to complete your return 2008 Nygård International Partnership Page 16
My Account View your current account balance, access electronic invoices & credit memos, and submit payment remittances 1. Click MY ACCOUNT Transactions and Balance Page A Transaction Display Filter: 2. From the Show Only Drop down menu - select desired transaction you wish to view: Transaction Code CHB CRM INV ADJ INT PMT Description Charge Back Credit Memo Invoice Adjustment Interest Payment 3. Click Show Freight / GST Detail to view Freight / GST Charges by transaction 4. View or print a selected transaction by clicking on the Transaction Reference Number You may only view and print the following transactions: (INV) Invoices; (CRM) Credit Memos & (INT) Interest 2008 Nygård International Partnership Page 17
B Account Balance Display Displays your AR Balance breakdown based on your credit payment terms: Current Balance; Less EPD (Early Payment Discount); Past Due; 1-30 Days; 31-60 Days; 61-90 Days and Over 90 Days C Transaction Details - Displays the Transaction Date; Transaction Due Date; Debits and Credits; Total Transaction Amount and Accumulative Balance for all currently selected transactions NOTE: You can print a statement of your account by clicking on upper the right hand side Create Payment Remittance To create a payment remittance: 1. Select each transaction individually that you are paying or click on Quick Select to select multiple transactions at the same time 2. Once all transactions have been selected click Create Payment Remittance Note: RFX will automatically calculate the total amount for the selected transactions 3. Enter a reference number if required, confirm or change the amount & date, and select a method of payment 4. Once all fields are accurate click Submit Payment Remittance All transactions are listed by date from oldest to most recently issued. Need an invoice for a recently received shipment? Scroll down to the bottom of the page for the most current invoices. 2008 Nygård International Partnership Page 18
5. Verify the pre-submission confirmation details and Click submit to confirm if necessary click Back to modify the payment remittance information 6. Once your remittance has been processed you will receive a the following confirmation: Our credit department has received your remittance information Your Nygård International Account will be credited upon receipt of your payment Close this window to return to My Account Confirmation# PMTXXXXXX 2008 Nygård International Partnership Page 19